TWM
TriaGen Wealth Management Portfolio holdings
AUM
$330M
This Quarter Return
+14.82%
1 Year Return
+21.61%
3 Year Return
+92.79%
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
–
Cap. Flow
+$171M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.39%
Holding
166
New
166
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$9.26M |
| 2 |
Verizon
VZ
|
$3.9M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$3.57M |
| 4 |
VICI Properties
VICI
|
$3.5M |
| 5 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$3.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.79% |
| 2 | Healthcare | 7.3% |
| 3 | Industrials | 7.26% |
| 4 | Financials | 6.96% |
| 5 | Communication Services | 6.89% |
